The chapter is only modestly active, and the leader (George) has recently handed over the reins. I would suggest sending an e-mail to HoustonDiehards@yahoo.com, and George can forward you the e-mail of the new leader.

Have you been to any of the Houston meetings? I see that you have been a prolific contributor to this forum for well over a year.....

NE and I did speak by PM. I'm still in the middle of transitioning my parents to Independent Living here in Houston from another state. That project consumes a huge amount of my time, and requires travel, but I certainly would like to know about any Rick Ferri Book Club meeting held in the local area.

natureexplorer wrote:George PM'ed me and said the same thing, but that the new person seems to have disappeared.

I think it is safe to assume that the Houston chapter isn't very active. But since you were the one who invited Rick Ferri to the Houston meeting, it would be very appropriate for you to set up the meeting. No, you don't have to become the leader of future meetings, just this one. Pick a restaurant - one that has either a large room for maybe a dozen guests - or one that has enough room to put a few tables together for the Bogleheads that show up. Coordinate the time with Rick, and send a note to the e-mail distribution list that George has. Or you can put the info on this site. Simple as that.

The Cafe Express north of the Galleria has a couple of room-like divisions. We might be able to use one of them. No doors, but I don't think they'd charge us to use the area... just need to order some food.
The address is 1101 Uptown Park Blvd # 12, Houston - (713) 963-9222

I should be able to take some time out of my busy schedule :lol: to attend.

"Years ago we hardly had anything to eat. Now I earn more money and I see every opponent as a man that tries to put me back to that poorer period. That man has to be eliminated." |
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-Fedor Emelianenko

I can comment on the Luby's location. After trying many other locations, all of which were really difficult for some people to reach, or too small or whatever, the above Luby's location was recommended by a participant. It's centrally located in Houston (if there is such a thing), and was "equally difficult" for everyone to reach right after work. I don't remember it having a meeting room, like some Luby's locations do. We just pushed a couple of tables together. Since we had a small group, pretty much everyone could hear even during dinnertime.

There's another Luby's that has a meeting room. For a more formal meeting (speaker, presentation), the meeting room might be really useful. I'm pretty sure this is the contact info:

It's essentially Westheimer and Fondren. We met there a few times. The meeting room is available to groups if one checks with the manager first. Again, we met there a few times but changed because this location was difficult for some people right after work. On Saturday people might have enough time to travel.

I talked to the manager at the Luby's location in the Galleria area. She said Saturday is the slowest day and she will section some 20 seats off for us of. When you enter, go to the left. Supposedly kids eat for free on Saturdays, so I hope it won't be too noisy.

Thanks, and I will see you tomorrow. However, I cannot access this presentation. It seems to want to download a program onto my computer, which isn't gonna happen. If there is another way to access the presentation please let me know. Otherwise, I will hope Rick brings a few hard copies.

Thank you, Rick, for your very informative presentation and discussion. Sometimes we all need to be reminded to stick with indexing.
And thanks to everyone who attended. I look forward to the next meeting of the Houston chapter.

I agree with keeping the group going, as it was benefical to learn from others who have experience. I thought the location was a little noisy but we had a larger group, but noticed it was substantially better later in the afternoon around 3:00 pm, so maybe that is a better time.

The question on life strategy and target retirement funds and the differences are facinating. A quick look confirms that the investments in these funds are different, with the target retirement being all index and the life strategy having the asset allocator fund in a limited percentage. The target retirement fund is closer to the formulation here for the core 3 or core 4 models.

For our next meeting, I think some discussion facilitated by members that have some specialized knowledge would be beneficial such as estate planning and insurance, and tax advantaged investing. Bigfoot